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$PLD

Prologis
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Prologis is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
NBIM's early logistics bet with Prologis validated as sector outperforms▾

Logistics real estate has transformed from an overlooked sector to a top-performing asset class, and NBIM's large-scale 2015 partnership with Prologis (322 assets, 21B NOK) positioned them perfectly for the cap rate compression from 7-8% to sub-4%.

mark burtonT3In Good Company with Nicolai Tangen2022-09-08
confidence 66 / 100impact High
key themes
  • Logistics Real Estate100%
  • Private Markets100%
  • Office Market Transformation100%
  • Macro & Rates100%

bull thesis · 1

86 / 100
  • •NBIM's early logistics bet with Prologis validated as sector outperforms

bear thesis · 0

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mentions · 1

In Good Company with Nicolai Tangen10 first years of real estate | Norges Bank Investment Management | NBIM Talk1 mentions · 1▲ 0▼ 0○ · 4 years ago
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